Scheduler System
- Amanda Thomas
- Nicole Stewart Smith
There are several events during the life of flocks and the barns they are placed in and we need a way to schedule these events.
Configuration
System → Settings → System Types
The scheduling solution will come with a list of system types. These types are:
Scheduled Placement
Scheduled Transfer
Scheduled Depopulation, Sales
Scheduled Downtime
Events by Age
These are system defined, because in upcoming versions, we will add fields, validations and functions that are specific to these types of scheduled items. For instance, unlike other items, placements may need to create a flock and be committed as estimated or actual placements, or assigned to an existing flock.
Like other system types, we'll have the ability to change their codes and descriptions.
We'll also have the ability to define our own scheduled types. For anything that we will want to track that will require only the basic functionality of any schedule item, we can create a custom item for that.
Like all system types, scheduler types includes the ability to set affiliated divisions and industry types.
Security
System Navigation → Users → Manage Users
There is a new security category for scheduling. From here, we'll have the ability to configure whether users have access to the scheduler, or the custom attributes screen.
Custom Schedule Attributes
Scheduling → Custom Attributes
This feature works the same as flock attributes. We'll select a schedule type that we defined from the system types screen. This will load a list of custom types defined for the item. We can add and manage user-defined fields that will appear for every scheduled item.
Add: Create a new custom attribute for this type.
Edit: Manage the selected attribute.
Save: Save all changes made since the form was loaded.
Close: Close the form.
Custom attributes are distinct to the type- we cannot set up one that will be shared for several types.
At present, the control allows the creation of string and boolean types. When we schedule this development for system type attributes it will also add these to flock attributes.
Here's a look at the edit screen, here we can define the custom field. We can determine what order we want it to appear in the list.
We can also disable a custom attribute. This will not delete the attribute or any of it's data from the database. If an attribute is disabled it can be enabled again without the loss of any selected data.
Boolean Value: Represents either True or False.
String Value: Represents a sequence of text.
To view the newly added Custom Attribute, navigate to “New Filter,” input your selections in the “Filter Schedule” Forma, and then click the load button. When you choose a date to schedule an appointment, the added Custom Fields Tab will be visible.
Managing Schedules
Select Manage Schedules from the Scheduling Tab in the Ribbon Bar.
Schedule Filters
A form will open requesting that you choose to filter schedules by division, Farm, House and or Flock. Company is required. Division needs to be selected before you can utilize forecast. You will also need to select the schedule types you would like to see in the calendar view.
Once you select your filters, a calendar view will open.
You can modify your filters entered on the previous screen by going to New Filter. The filters you are viewing by will be listed in the current filtered view.
Calendar View
You can change the calendar view by selecting a different option from the view drop down. You can click on the calendar to change the week or day view by selecting a specific week or day.
Work Week
Day
Week
Full Week
Month
Adding New Basic Events or Appointments
Select the new button at the bottom or double click on the day.
A form will appear, asking what kind of task would you like to schedule.
Select a type. These types are populated from the System Types form.
Then select a division, farm, house, and or flock level and then hit add.
On Add, an appointment form will appear and on the Event tab you can change the date, select a date span, add times, and add a description. You can also add reminder alerts as well as make this a re-occurring appointment.
When you select the Custom Fields tab, you can see any custom attribute fields you set up in the custom attributes form during configuration.
Once you hit save and close, the appointment will be added to your schedule.
You can move appointments to different days or times on the calendar by dragging and dropping them. Hover your cursor over the event to access more details. You may also double-click on the event to view additional information about the scheduled activity.
Edit Appointments
You can edit an appointment or event by double clicking on an existing event, right clicking and selecting edit series or selecting an existing event and hitting the edit button at the bottom of the calendar.
Delete Appointments
You can delete appointments by selecting an existing appointment and selecting the delete button on the bottom of the calendar as well as right clicking an event.. There is also a delete button inside the appointment form.
Reporting
There is a new data-set called "Scheduler Item Transaction" that you can utilize that will pull all the information created in the schedules, including the schedule custom attributes.
Custom Schedule Types
We created a process behind these custom schedule types:
Transfer Scheduler
Depopulation/Sales/Live Haule Scheduler
Farm/House Downtime Scheduler
Scheduling Types Colors
Colors will correspond to specific codes on the calendar, allowing for easy identification of the events by color. These colors can be modified as needed.